Dipan Mehta advises caution and light trading ahead of the upcoming election dates. He emphasizes the importance of being in cash and watching the election results closely for investment decisions.
Motilal Oswal Financial Services Chairman & Co-Founder Raamdeo Agrawal said that post-election will be a "very interesting time though things may have extended a little bit and it is quite possible that the next quarter or two could be slow.
Dipan Mehta discusses the cautious outlook on chemicals, interest in agrochemical plays, auto sector trends, high PE ratios in capital goods, potential investments post-election, mixed earnings season results, and concerns about overvalued EMS companies. Mehta also says: "If the government comes back with a stable majority, then the best stocks to buy would be the defence stocks, PSUs. It could be PSU banks or the PSU engineering companies."
Dipan Mehta discusses investment themes, market caution, and potential multibagger stocks like speciality retail companies. He highlights the importance of strategic cash reserves and attractive valuations for long-term investments.
Dipan Mehta of Elixir Equities shares insights on HDFC Bank s positive outlook amidst sectoral churn. Market resilience due to bull market dynamics with various sectors compensating. Mehta further observes the real estate stocks performance, AB Birla group s strategic moves, and anticipates earnings peak with stock-specific volatility. He says it is very difficult to make out a case for the top banks like HDFC, ICICI, or Kotak underperforming for an extended period.